benjamin bodart
@benjaminbodart
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Oilseed/vegoil analyst
Switzerland
Joined October 2011
45z Winners and Losers
USDA Feedstock Carbon Intensity Calculator (FD-CIC) expected to allow additional CI reductions for no-till, cover crops, reduced tillage, and nutrient management. Farmers adopting these practices could lower their feedstock CI score, increasing the ethanol producer’s credit.
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NEWS: EPA sticks to its prior goal of finalizing new biofuel blend mandates in the first quarter this year, according to court filing today
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EPA RFS Set2 is still pending but biomass-based diesel margins have started moving here in 2026...
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No comments needed🤐. It’s tough to make any money today: our local new-crop milling #wheat 🌾 prices are at their lowest in 5 yrs... Story to be continued! #MerryChristmas 🎄 #oatt
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Declining Nov. RIN generation faces ongoing margin deterioration as the early-Nov peak in EU SAF could manifest in increased exports in the Dec. report. both shrinking the 2026 carryover. Still our current ~2B view gives refiners comfort, at least in 1Q, to stay compliant as WH
Nov RIN Update! 🚨 Our 2025 non-cellulosic RIN bank still sits near 2 billion. Our D4 RVO expectations are reduced from 5.6B gallons toward initial industry requests of 5.25B plus 50% split reallocation, requiring margins to inflect in April if output holds at 2025 levels in 1Q
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EPA has confirmed that the 2026 #biofuels mandates will not be finalized before the end of 2025, delaying key policy decisions on #RINs and reallocating SRE volumes. #RFS #ethanol
The U.S. EPA currently expects to issue a final rule setting 2026 and 2027 Renewable Fuel Standard RVOs during the first quarter of 2026, according to a notice filed with the U.S Court of Appeals for the D.C. Circuit on Dec. 15. #ethanol
https://t.co/Z4szXK8QZT
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BI 2026-27 RVO Baseline Update: EPA waiting on White House, WH managing multiple angles to support farmer. Assessing China soybean purchases, farm-bill support. RVO inaction has invited inbound calls to WH on fuel-price concerns, feedstock availability. Critics of June proposal
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